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Description
Currency Exchange International, also known as CXI, stands out as a prominent provider of extensive foreign exchange services, risk management strategies, and cutting-edge international payments processing technology across North America. With an emphasis on technological innovation and exceptional customer support, CXI is dedicated to making foreign currency exchange seamless for a diverse clientele, ranging from individual travelers to corporations and various financial institutions. By prioritizing client satisfaction, CXI establishes itself as the preferred partner for foreign currency exchange and international payment solutions. As a full-service provider in the foreign exchange sector, CXI offers a broad spectrum of services to clients in the U.S. and, via its subsidiary, Exchange Bank of Canada, in Canada as well. Moreover, CXI is listed on the Toronto Stock Exchange under the ticker symbol TSX:CXI, further underlining its status in the financial market. With its commitment to reliability and excellence, CXI continues to expand its impact in the foreign exchange industry.
Description
Monitor various assets including stocks, equities, funds, ETFs, currencies, and even unlisted equity in the financial market. Effectively manage your investment portfolios and analyze their performance over specified periods, utilizing key metrics such as realized and unrealized gains, daily fluctuations, total changes, and annualized returns. Stay informed with a continuous stream of stock market news, including updates specific to each stock you track. Tailor the news feed to include updates from selected international markets to enhance your insights. Effortlessly convert your stock portfolios into a single currency by leveraging real-time foreign exchange rates, allowing for seamless integration of stock quotes and holdings from diverse markets, all displayed in your preferred currency. Visualize the allocation of each stock within your entire portfolio using pie charts for better understanding. Support for multiple stock portfolios enables you to monitor various stock exchanges, manage different portfolios, or create comprehensive watchlists. This multifaceted approach ensures that you have a holistic view of your investments while keeping you informed and in control.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Currency Exchange International
Founded
1998
Country
United States
Website
www.ceifx.com
Vendor Details
Company Name
Peeksoft
Website
peeksoft.co
Product Features
Currency Exchange
Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Real Time Tracking
Transaction Management
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection